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McDonald's
MCD

Overview Fund Activity

2,782 hedge funds and large institutions have $135B invested in McDonald's in 2021 Q4 according to their latest regulatory filings, with 403 funds opening new positions, 1,113 increasing their positions, 911 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+275
Holders Change %
+10.97%
% of All Funds
42.97%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
0.99%
New
403
Increased
1,113
Reduced
911
Closed
90
Calls
$2.15B
Puts
$2.01B
Net Calls
+$138M
Net Calls Change
+$341M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$793M
2
BlackRock
BlackRock
New York
+$615M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$330M
4
Barclays
Barclays
United Kingdom
+$298M
5
State Street
State Street
Massachusetts
+$277M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$862M
2
MAM
Magellan Asset Management
Australia
-$553M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$545M
4
Citadel Advisors
Citadel Advisors
Florida
-$333M
5
DZ Bank
DZ Bank
Germany
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1626
Compass Capital Management
Minnesota
$980K – – –
CWM
1627
Cahaba Wealth Management
Georgia
$979K +$12.1K +45 +1%
TWM
1628
Tradition Wealth Management
Minnesota
$978K -$47.7K -178 -5%
TC
1629
Trust Company
Kansas
$973K -$187K -698 -16%
RBC
1630
Roble Belko & Company
Pennsylvania
$973K – – –
NCM
1631
NCM Capital Management
New Jersey
$971K +$971K +3,621 New
FANJ
1632
Financial Architects (New Jersey)
New Jersey
$968K +$804 +3 +0.1%
PPWP
1633
Proquility Private Wealth Partners
Nevada
$965K -$61.9K -241 -6%
NA
1634
Navellier & Associates
Nevada
$965K -$53.6K -200 -5%
ERIM
1635
Eagle Ridge Investment Management
Connecticut
$965K -$40.2K -150 -4%
JCM
1636
Jag Capital Management
Missouri
$965K +$10.7K +40 +1%
BCM
1637
BTC Capital Management
Iowa
$964K +$405K +1,509 +72%
AIS
1638
American Investment Services
Massachusetts
$963K +$4.82K +18 +0.5%
COCM
1639
Charter Oak Capital Management
New Hampshire
$963K +$28.4K +106 +3%
FC
1640
FORA Capital
Florida
$963K +$963K +3,594 New
PCIA
1641
Prime Capital Investment Advisors
Kansas
$962K +$57.6K +215 +6%
SIAP
1642
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$961K -$2.68K -10 -0.3%
MCM
1643
MV Capital Management
Maryland
$961K +$12.9K +48 +1%
MAWAG
1644
Mid-American Wealth Advisory Group
Missouri
$956K +$956K +3,566 New
GWM
1645
GDS Wealth Management
Texas
$956K +$956K +3,568 New
NPA
1646
Nichols & Pratt Advisers
Massachusetts
$955K -$26.8K -100 -3%
CWP
1647
Concord Wealth Partners
Virginia
$952K +$497K +1,853 +109%
BFC
1648
Blue Fin Capital
Rhode Island
$951K -$40.2K -150 -4%
LC
1649
Landaas & Company
Wisconsin
$951K – – –
FRA
1650
Front Row Advisors
California
$950K +$16.1K +60 +2%
64 65
66
67 68